|
1
|
Atwood & Palmer
Kansas City,
Missouri
|
$13.8M
|
+$13.2M
|
+306,990
|
New
|
|
|
2
|
|
$7.48M
|
+$7.14M
|
+165,811
|
New
|
|
|
3
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$6.44M
|
+$1.93M
|
+44,774
|
+46%
|
|
|
4
|
Merriman Wealth Management
Seattle,
Washington
|
$6.01M
|
+$5.42M
|
+125,761
|
+1,670%
|
|
|
5
|
FAS Wealth Partners
Leawood,
Kansas
|
$5.93M
|
+$5.66M
|
+131,491
|
New
|
|
|
6
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$5.14M
|
+$4.91M
|
+113,987
|
New
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.64M
|
+$4.43M
|
+102,954
|
New
|
|
|
8
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$4.46M
|
+$1.19M
|
+27,696
|
+44%
|
|
|
9
|
American Century Companies
Kansas City,
Missouri
|
$4.29M
|
+$4.09M
|
+95,008
|
New
|
|
|
10
|
Bayshore Asset Management
Coral Gables,
Florida
|
$4.23M
|
+$654K
|
+15,178
|
+19%
|
|
|
11
|
PrairieView Partners
St. Paul,
Minnesota
|
$3.75M
|
+$722K
|
+16,758
|
+25%
|
|
|
12
|
Northland Capital Management
Virginia,
Minnesota
|
$3.72M
|
-$22.9K
|
-531
|
-0.6%
|
|
|
13
|
Venturi Wealth Management
Austin,
Texas
|
$3.7M
|
+$3.54M
|
+82,082
|
New
|
|
|
14
|
Total Wealth Planning
Cincinnati,
Ohio
|
$3.37M
|
+$2.87M
|
+66,545
|
+815%
|
|
|
15
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$2.61M
|
+$2.49M
|
+57,811
|
New
|
|
|
16
|
Tortoise Investment Management
White Plains,
New York
|
$2.3M
|
+$248K
|
+5,764
|
+13%
|
|
|
17
|
Plancorp LLC
Saint Louis,
Missouri
|
$2.1M
|
+$21.5K
|
+500
|
+1%
|
|
|
18
|
Collective Family Office
York,
Pennsylvania
|
$2.06M
|
+$1.69M
|
+39,315
|
+627%
|
|
|
19
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$1.95M
|
+$73.1K
|
+1,698
|
+4%
|
|
|
20
|
Altiora Financial Group
Lebanon,
Ohio
|
$1.91M
|
+$1.83M
|
+42,434
|
New
|
|
|
21
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$1.77M
|
+$431K
|
+10,003
|
+34%
|
|
|
22
|
NWAM LLC
Mercer Island,
Washington
|
$1.55M
|
+$1.48M
|
+34,445
|
New
|
|
|
23
|
Old Mission Capital
Chicago,
Illinois
|
$1.5M
|
-$252K
|
-5,857
|
-15%
|
|
|
24
|
ML&R Wealth Management
Austin,
Texas
|
$1.39M
|
-$48.4K
|
-1,123
|
-4%
|
|
|
25
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$1.22M
|
-$128K
|
-2,978
|
-10%
|
|
